Carta Liquidity

Run controlled liquidity programs.

As your Transfer Agent, Carta helps you run controlled liquidity programs, including stock buybacks and tender offers to provide liquidity for employees and shareholders.

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Top companies offer liquidity on Carta
Company administrators

Eliminate manual entries by running liquidity events on Carta

Real-time participant table

Once you create your liquidity event, participants receive an invitation to indicate interest. Company administrators can manage everything from a single, easy-to-use dashboard. They can set participation amounts across all holdings, view and track the status of every participant.

Automatic cap table updates

Running a liquidity program with traditional providers requires weeks of manual entry to update your cap table and process paper certificates. When you run a liquidity event on Carta, your cap table is automatically updated as soon as the transaction settles.

Dedicated Transaction Manager

A Carta transaction manager will be assigned to help all parties involved from setup to settlement.

Form 1099-B

We automatically generate all copies of Form 1099-B for each participant in the transaction.

Liquidity 101

Have a Carta equity expert come on site to educate employees on software features.

Participant experience

Thrill shareholders with a great participant experience

Shareholder friendly

Educating employees on the intricacies of a liquidity event can be challenging. We’ve designed the participant experience to make it easy to understand the controlled liquidity event and securely review the transaction details.

Transaction services

Once participants accept their invitations they can review the offer documents and sign electronically. They can transact directly through their Carta portfolio. This service is provided by eShares Inc., d/b/a Carta Inc. ("Carta").

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Learn more about Carta liquidity

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